Amazon and Roku account for nearly 70% of installed streaming devices in the United States, according to Parks Associates. Roku still owns a healthy lead over Amazon in terms of installment base and users in the U.S., one eMarketer says will persist.
As their combined growth continues to outpace that of the rest of the industry, the two are creating a duopoly in streaming similar to the duopoly that Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and Facebook (NASDAQ:FB) have in digital advertising. Even in that industry, though, the two leaders combine for just about 60% of the market. Amazon and Roku's combined dominance has the potential to be much stronger.
A duopoly has big implications for both media companies and advertisers as more money flows into streaming.
From the article "Amazon and Roku Are Becoming a Duopoly in Connected TV" by Adam Levy.
Streaming is continuing to replace other forms of viewing. As pay-TV subscriptions continued to wane in 2020, the number of households subscribing to multiple streaming services reached 61%, up from 4...
And companies are already catching on. Amazon, Apple, and Roku (ROKU) allow consumers to buy individual channels through their platforms that they can pay for through a set billing option and view usi...
These devices are proving to be quite popular, too. It’s estimated that the number of video doorbells sold in the U.S. in 2022 will top 5 million, according to the market research companies Parks Asso...
Paul Erickson, research director of entertainment and consumer electronics at Parks Associates, said the “DWTS” move is smart programming and a win for both ABC and Disney+. "They’re looking at ‘Da...
